Long-term investor
Ridgeline Wealth, LLC @ridgelinewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001934226).
Record
- Tracked since 2025-06-30 (446 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +12.6% · 6 months n/a · 1 year +23.6% · all +23.6%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072158 · 23.7% · long · since 2025-06-30
- 25434V799 · 8.4% · long · since 2025-06-30
- 78464A854 · 7.7% · long · since 2025-06-30
- 025072349 · 6.3% · long · since 2025-06-30
- 25434V401 · 4.6% · long · since 2025-06-30
- 025072166 · 4.4% · long · since 2025-06-30
- 025072885 · 4.2% · long · since 2025-06-30
- 02507A606 · 4.1% · long · since 2026-06-30
- 47103U845 · 3.6% · long · since 2025-06-30
- 025072323 · 3.2% · long · since 2025-06-30
- 464287101 · 3.0% · long · since 2025-06-30
- 02507A101 · 2.9% · long · since 2025-06-30